Magento / Cerasis LTL Freight

/Magento / Cerasis LTL Freight
Magento / Cerasis LTL Freight2018-11-27T19:18:04+00:00

LTL Freight Quotes

Cerasis Edition for Magento 1.x

Cerasis (cerasis.com ) is a third party logistics company that gives its customers access to dozens of LTL freight carriers through a single account relationship. This application retrieves your negotiated Cerasis rates, takes action on them according to the extension settings, and displays the result as shipping charges in the Magento shopping cart. To establish a Cerasis account click here to access the new account request form.

Features

Three Rating Options: Cheapest, Cheapest Options and Average.

Create a custom label to identify the freight charges in the shopping cart and checkout pages. The default is “Freight”, but you might change it to “LTL Freight”, for example. (Cheapest and Average methods only.)

Control the number of LTL freight options displayed in the shopping cart. (Cheapest Options method only.)

Choose to include transit time estimates with the rate quote(s). (Cheapest and Cheapest Options methods only.)

Limit the carrier list to just your preferred carriers.

Identify product specific freight classes.

Support for variable products.

Option to determine a product’s class using the built in density calculator.

Elect to include residential delivery fees in the returned quotes.

Choose to include fees for lift gate service at the destination address.

Mark up the quoted rates by a percentage or dollar figure.

Intelligently recognizes when the shopping cart contains products that will ship LTL freight and obtains LTL quotes only in those instances.

Doesn’t interfere with installed plugins for FedEx, UPS and USPS when the shopping cart doesn’t contain a product that will ship LTL freight.

LTL freight charges appear in the Shopping Cart, on the Checkout Page, in the Sales Order and on the customer’s order acknowledgement/receipt.

Current version: 1.0.0

Requirements

An installation of Magento CE (Version 1.x).

Your Cerasis Shipper ID.

Your username and password to the Cerasis online shipping system.

Your Cerasis API access key.

FAQ’S

How do I get this application?

This application can be downloaded from this website after selecting a subscription package. It will also be available from Magento Connect, Magento’s online marketplace for extensions. If you download it from Magento Connect, you will still need to return to eniture.com to choose a subscription package and obtain a license key.

Will this work with Magento Enterprise Edition?

We have reports of companies using the extension successfully in Magento Enterprise. You can install a trial version and verify that it will work for you. Be advised though, we can not provide support for installations on Magento Enterprise Edition.

How do I get a Cerasis account number?

Call Cerasis at 1-800-734-5351 or click here to complete a form that will immediately provide you with credentials to use with the extension and also initiate the new account process.

Where do I find my Cerasis username and password?

Cerasis issues usernames and passwords to its online shipping system Cerasis Rater. Contact Cerasis at 1-800-734-5351 to request credentials if you don’t already have them.

Where do I get my Cerasis authentication key?

If you are an existing Cerasis customer, call Cerasis at 1-800-734-5351. If you need to obtain a Cerasis account number click here to complete a form that will immediately provide you with credentials (including the authentication key) to use with the extension. Completing the form will also initiate the new account process.

How do I get a license key for this Magento extension?

You must register your installation of the extension, regardless of whether you are taking advantage of the trial period or purchased a license outright. At the conclusion of the registration process an email will be sent to you that will include the license key. You can also login to eniture.com using the username and password you created during the registration process and retrieve the license key from the My Licenses tab.

How do I change my license from the trial version to one of the paid subscriptions?

Login to eniture.com and navigate to the My Licenses tab. There you will be able to manage the licensing of all of your Eniture Technology extensions.

How do I install the extension on another website?

The extension has a single site license. To use it on another website you will need to purchase an additional license. If you want to change the website with which the extension is registered, login to eniture.com and navigate to the My Licenses tab. There you will be able to change the domain name that is associated with the license key.

Do I have to purchase a second license for my staging or development site?

No. Each license allows you to identify one domain for your production environment and one domain for your staging or development environment. The rate estimates returned in the staging environment will have the word “Sandbox” appended to them.

Why isn’t the extension working on my other website?

If you can successfully test your credentials using the Test Connection button (System > Configuration > Cerasis LTL Settings > Connection Settings) then you have one or more of the following licensing issues: 1) You are using the license key on more than one domain. The licenses are for single sites. You will need to purchase an additional license. 2) Your trial period has expired. 3) Your current license has expired and we have been unable to process your form of payment to renew it. Login to eniture.com and go to the My Licenses tab to resolve any of these issues.

Why were the shipment charges I received on the invoice from Cerasis different than what was quoted by the application?

The rates will be the same if the shipment parameters used to obtain the quote are exactly the same as those that were used for the invoice. Compare the shipment parameters in the application with those on the invoice. Pay close attention to freight class, product weight, dimensions and various accessorial fees like residential delivery. Consider making changes as needed. Remember that the weight of packaging materials is included in the weight of the shipment and that your use of pallet or box size may have an impact on the shipment’s billable weight. If you are unable to reconcile the differences call Cerasis (1-800-734-5351) for assistance.

What happens when my shopping cart contains products that ship LTL and products that would normally ship FedEx or UPS?

If the shopping cart contains one or more products tagged to ship LTL freight, all of the products in the shopping cart are assumed to ship LTL freight. To ensure the most accurate quote possible, make sure that every product has a freight class, weight and dimensions recorded.

What happens if I forget to identify a freight classification for a product?

In the absence of a freight class, the plugin will attempt to calculate the freight classification using the density calculation method. To do so the products weight and dimensions must be recorded. This is not a reliable alternative and identifying the proper freight class will always return the most reliably accurate result.

How do I find out what freight classification to use for my products?

Contact Cerasis (1-800-734-5351) for assistance. You might also consider getting a subscription to ClassIT offered by the National Motor Freight Traffic Association (NMFTA). Visit them online at nmfta.org.

Why do I sometimes get a message that a shipping rate estimate couldn’t be provided?

There are several possibilities:

There wasn’t enough information about the weight or dimensions for the products in the shopping cart to retrieve a shipping rate estimate.

The Cerasis web service isn’t operational.

Your Cerasis account has been suspended or cancelled.

Your subscription to the application has expired because payment could not be processed.

There is an issue with the Eniture Technology servers.

There is an issue with the server that hosts your installation of Magento.

User’s Guide

If you are taking advantage of a trial subscription, the plugin will stop working when the trial period ends. Be sure to read the Manage Your License section to learn how to upgrade your subscription.

1. Download the LTL Freight Quotes extension

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When you pick a subscription package you will be presented with a registration form. The email address and password you enter will serve as your credentials to eniture.com. Use these to access your customer dashboard where you can download the extension, manage your licenses and update your payment information.

If you selected a trial subscription an email will be sent to the address provided. It contains a button you need to click on to verify that the email address you provided is a valid one. You must click this button to complete the activation of your account and the license. Check your junk folder for the email if it doesn’t appear in your inbox within a few minutes. Paid subscriptions are automatically activated and a verification email is not sent.

To download the installation file, login to eniture.com and select the Downloads tab of the customer dashboard. Next, click on the Download code link associated with the Cerasis LTL Freight Quotes extension. Save it to a familiar location. You will need to navigate to the file during the installation process.

2. Install the LTL Freight Quotes extension

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Login to the Magento Admin Panel.

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Navigate to the Magento Connect Manager. (System > Magento Connect > Magento Connect Manager)

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Login to the Magento Connect Manager using the same credentials you used to login to the Magento Admin Panel.

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Before proceeding, it is recommended that you backup your Magento store. Next, visually locate the Direct package file upload section on the Magento Connect Manager page.

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Click the Browse button, navigate to the location of the extension installation file that you downloaded in Step 1, and select it. Click the Upload button.

After the upload has complete, you can verify that the installation succeeded by looking through the entries in the Manage existing extensions section of the Magento Connect Manager page.

Click on the Return to Admin link at the top right of the Magento Connect Manager page to return to the Magento Admin Panel.

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3. Get Your Cerasis Rater API Access Key

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To successfully connect the app to Cerasis you need your Cerasis Shipper ID, your username and password to Cerasis Rater, and an API Access Key .

If you are an existing Cerasis customer, obtain your API Access Key by calling Cerasis at 1-800-734-5351.

If you aren’t an existing Cerasis customer, call Cerasis at 1-800-734-5351 or click here to complete a form that will immediately provide you with credentials to use with the app and also initiate the new account process.

4. Populate the extension settings

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From the Magento Admin Panel, navigate to System > Configuration

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Click on the Cerasis LTL Freight configuration widget located on the left side of the page and choose Cerasis LTL Settings .

4a. Connection Settings

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Populate the Connection Settings fields with the appropriate information.

Enabled (Yes|No) Controls whether or not the extension will display shipping rate estimates in the shopping cart.
Shipper ID The Shipper ID you use to sign into the Cerasis Rater website.
Username The username you use to sign into the Cerasis Rater website.
Password The password you use to sign into the Cerasis Rater website.
Access Key The access key Cerasis issued to you so you can utilize the Cerasis Rater API.
Plugin License Key The plugin license key is issued by Eniture Technology to registered users only. If you don’t have a plugin license key login to your dashboard at eniture.com, or select a subscription package and register if you haven’t done so yet.
When you’re done save your connection settings and then test them by clicking on the Test Connection button at the bottom of the section. A message will display telling you if the a connection to the Cerasis servers was successful. If you receive an error, confirm the values you entered and try again. Be particularly attentive to capitalization. Most of the information you enter in this section is case sensitive.

4b. Connection Settings

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Click on the Carriers tab. If you don’t see any carriers listed, click on the Refresh Carriers button. Cerasis enables carriers on an account-by-account basis. The app will automatically refresh the list once a week, but it can be refresh manually anytime by clicking the Refresh Carriers button.

Check the boxes adjacent to the carriers for which you want to retrieve quotes. Usually it’s best to retrieve quotes from all the carriers Cerasis has given you access to. You’ll limit what your shopper sees in the Quote Settings step in these instructions. However, if there are particular carriers you have strong feelings against, this is where you will omit them.

If lift gate delivery service will be offered or required, enter the fee you want to charge for it. Contact Cerasis to obtain a list of the lift gate delivery fee each of your enabled carriers will charge. You’ll choose how lift gate delivery service will be offered to your shoppers when you set the Quote Settings.

After your making your carrier selections and entering your lift gate delivery fees, click the Save Settings button at the bottom of the page.

4c. Define Warehouse & Drop Ship Locations

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Click the Add button in the appropriate sections to add warehouse and drop ship locations. Warehouses should have a complete inventory of all products not otherwise identified as drop shipped items. If you have more than one warehouse defined, the warehouse closest to the shopper will be used to retrieve shipping rate estimates. You should define at least one warehouse, even if all of your products are drop shipped. This insures that quotes will be returned in the event the drop ship location was overlooked when the product entry was created.Drop ship locations usually represent vendors that supply items that you don’t inventory. These items are shipped directly to your customer on your behalf. When an order includes drop shipped items the shopping cart will display a single figure for the shipping rate estimate that is equal to the sum of the cheapest option for each shipment required to fulfill the order.

4d. Quote Settings

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Rating Method The rating method determines what will be displayed in the shopping cart. There are three rating methods:

Cheapest
The cheapest rate returned by Cerasis is selected for use in the shopping cart.

Cheapest Options
A list of the cheapest options returned by Cerasis is selected for use in the shopping cart. The number of options is set by the Number Of Options  setting which displays when this selection is chosen.

Average
An average of a specified number of cheapest  options is selected for use in the shopping cart. The number of options is set by  the Number Of Options
setting which displays when this selection is chosen.

Label As Displays only when the Rating Method is set to Cheapest or Average. The entered value is used to describe the shipping charge in the shopping cart. If left blank, then the shipping charge is described as “Freight”.
Number Of Options Displays only when the Rating Method is set to Cheapest Options or Average. Identifies how many of the quotes returned by Cerasis should be included in the operation.
Show Delivery Estimate (Yes | No) Displays only when the Rating Method is set to Cheapest or Cheapest Options. When enabled the transit time estimate appears with the quote(s).
Residential Delivery (Yes | No) When enabled the quotes returned by Cerasis will include each carrier’s residential delivery fee.
Lift Gate Delivery (Yes | No) When enabled the quotes returned by Cerasis will include each carrier’s lift gate fee.
Offer Lift Gate Delivery as an option (Yes | No) When enabled, each option for LTL freight will have a second option that includes the carrier’s lift gate delivery fee.
Handling Fee / Markup Increases the amount of each returned quote by a specified amount prior to displaying it/them in the shopping cart. The number entered will be interpreted as dollars and cents unless it is followed by a % sign. For example, entering 5.00 will cause $5.00 to be added to the quotes. Entering 5.00% will cause each quote to be multiplied by 1.05 (= 1 + 5%).
Allow for Own Arrangement (Yes|No) This setting adds another option in the shopping cart that can be selected to indicate that the purchaser will make and pay for the LTL freight arrangements. When selected, the shipping charges included in the shopping cart are zero.
Text for Own Arrangement This field only displays if the Allow for Own Arrangement setting is set to “Yes”. You can customize the text that is displayed in the shopping cart for the Own Arrangement option. For example, you may want it to appear as “Pickup Order” or “Hold for pickup”.
Return LTL quotes when an order’s parcel shipment weight exceeds 150 lbs When checked, the LTL Freight Quote plugin will return quotes when an order’s total weight exceeds 150 lbs (the maximum permitted by FedEx and UPS), even if none of the products have settings to indicate that it will ship LTL. To increase the accuracy of the returned quote(s), all products should have accurate weights and dimensions.

5. Product Settings

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Now that the application settings have been established, it’s time enter the product settings. Repeat these instructions for every product that you want to ship LTL freight. Select Catalog > Manage Products from Magento Admin Panel menu. Locate the product on the list and choose it by clicking on it. You’ll be delivered to the product’s details page.

Weight Enter the weight of the product in pounds. It should include the weight of any packaging materials that may be required to ship the product, such as cardboard, bubble wrap and styrofoam peanuts.
Freight Class Select the product’s freight class from the drop down list. You may also select Density Based from the list, which will calculate freight class on the fly using the product’s weight and dimensions. The density based calculation will return the correct freight class in most, but not all cases. You are solely responsible to identify the correct freight class of your product(s). If you need assistance, contact your Cerasis representative or refer to the National Motor Freight Classification (NMFC) directory published by the National Motor Freight Transportation Agency (NMFTA.org).
Ship Via LTL Freight (Yes|No) Select “Yes” to indicate that by default, this product ships LTL freight.
Length Enter the length of the product in inches. It should include any incremental inches added by packaging materials that may be required to ship the product.
Width Enter the width of the product in inches. It should include any incremental inches added by packaging materials that may be required to ship the product.
Height Enter the height of the product in inches. It should include any incremental inches added by packaging materials that may be required to ship the product.
Enable Drop Ship (Yes | No) Identify whether or not the product will ship from a drop ship location.
Drop Ship Location If the product will ship from a drop ship location, select the location from the drop down menu. Products that don’t ship from drop ship locations will be quoted as shipping from the warehouse closest to the shopper. Refer to Step 3b for instructions on defining warehouse and drop ship locations.

What your shopper sees

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Once you’ve completed the preceding steps, your Magento store is ready to retrieve LTL freight quotes. To ensure the best possible outcome, it is highly recommended that freight class, weight and dimensions be entered for every product you sell. The exact presentation of the rates in the checkout process will depend on the options selected in the Quote Settings. The illustration below shows an example with multiple service options enabled.

ltl-shipping-charges-illustration

Managing Your License

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You can manage your license by signing into eniture.com with the email address and password you entered when you registered for the extension. After you sign in, My Account will be added to the navigation menu. Click on it to access the Dashboard for your account.

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The most common uses of the Dashboard are to upgrade a trial subscription to a paid subscription, change the URL registered to a license, or to identify the URL of a staging or development site.

Upgrade to a paid subscription

If you fail to upgrade your trial subscription to a paid subscription before the trial expires, the extension will stop working. To upgrade, click on the My Licenses tab, locate the license, and click the Pay Now button.

Choose one of the subscription packages and then enter the information for your payment method. Your extension will be automatically renewed at the end of each subscription period unless you return to the Dashboard and cancel the subscription.

Change the URL registered to a license

The license allows you to use the extension on a single website. To use the extension on additional websites, you must purchase additional licenses. You can change the URL registered on a license at any time. To do so, click on the My Licenses tab, locate the license, and click the Edit button. Enter the new URL into the Licensed Domain field and then click the Update button.

licensed_domain

Identify a staging or development site

The license will allow one staging or development site. Quotes returned to this site will have the word “Sandbox” appended to them. To identify a staging site, click on the My Licenses tab, locate the license, and click the Edit button. Enter the new URL into the Staging Domain field and then click the Update button.

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